Kansas City, MO State Line Rd Office

Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

1

Of 14,226 advisors across 3,601 offices

Location

7701 State Line Rd

Kansas City MO 64114

Advisors at this office

1

Advisors at this office

Antwane M

Series 66, Series 63

Kansas City, MO

J.P. Morgan Securities

Antwane Maborn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Pasadena, California. In his role, he advises clients on a broad range of financial strategies, including concentrated stock management, asset and liability management, trust and estate planning services through Bank of America Private Bank, retirement planning, and access to banking and lending services provided by Bank of America, N.A. His client base includes entrepreneurs, C-level executives, entertainers, and foundations. Antwane is also a Senior Portfolio Advisor, offering customized investment strategies and managing portfolios within the firm's Investment Advisory Program on a discretionary basis. Antwane joined Merrill Lynch Wealth Management in 2015, bringing prior experience as a Financial Advisor at Morgan Stanley and JP Morgan. Before transitioning to wealth management, he served as Director of Underwriting for a Southern California NPR and PBS affiliate. He holds several professional designations including Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). His educational background includes studies at Long Island University and an accredited certificate program from Capella University. Antwane lives in Claremont, California, with his wife Kisha and their children. He is committed to his family and philanthropic causes. His personal interests include baseball, basketball, boating, hiking, reading, skiing, swimming, tennis, traveling, and spending time with his family.

Concentrated stock management Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Executive Entertainment Industry Founder/Business Owner Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) Women Professionals
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